Certified by Founder Lodge
Creative Planning
United States - Overland Park, Kansa
INVESTOR
1 Disclosed Funding Rounds $30,000,000
1 Participating Investments
-
Operating Status
Active
-
Last Funding Type
Seed
-
Company Type
For Profit
- Website
- Contact
- Social Links
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets and serve clients in all 50 states and abroad.*
At Cre
| Company | Date | Round | Raised |
|---|---|---|---|
 Zoe Financial |
May, 02 ,2025 | Series B | $30,000,000 |
Founderpath
Truework
Finix
Farther
TeamApt Inc.
Helex | $3,500,000 | (Nov 4, 2025)
xMEMS | $21,000,000 | (Nov 4, 2025)
catalyx space | $5,400,000 | (Nov 4, 2025)
Cephia AI | $4,000,000 | (Nov 4, 2025)
Ornn | $5,700,000 | (Nov 4, 2025)
